FACTSmatter
@gazansrterrorists.bsky.social
Pinned
"he warned that total margins were narrowing because of AI product sales"
Broadcom at 30 times sales
=The peak valuation of Cisco systems in 2000
= 3 times the peak valuation of hardware darling Sun microsystems, whose CEO later wrote "What were you thinking?"
finance.yahoo.com/news/broadco...
Broadcom at 30 times sales
=The peak valuation of Cisco systems in 2000
= 3 times the peak valuation of hardware darling Sun microsystems, whose CEO later wrote "What were you thinking?"
finance.yahoo.com/news/broadco...
Broadcom Shares Slide After Investors Seek Bigger AI Payoff
The shares fell about 5% after hours on Thursday, reversing earlier gains, following unsettling commentary from Chief Executive Officer Hock Tan on a conference call with analysts. The conference cal...
finance.yahoo.com
youtu.be/h-iizzhFgAI?...
If you own Disney, this is your sell signal. Iger has completely lost his mind.
He may have been smart at one point but now he's lost in the AI woods. He has no clue what he's doing and that billion dollars is going to become worth zero in a very short period of time
If you own Disney, this is your sell signal. Iger has completely lost his mind.
He may have been smart at one point but now he's lost in the AI woods. He has no clue what he's doing and that billion dollars is going to become worth zero in a very short period of time
Disney CEO on $1 billion investment in OpenAI: 'This is a good investment for the company'
YouTube video by CNBC Television
youtu.be
December 13, 2025 at 2:47 AM
youtu.be/h-iizzhFgAI?...
If you own Disney, this is your sell signal. Iger has completely lost his mind.
He may have been smart at one point but now he's lost in the AI woods. He has no clue what he's doing and that billion dollars is going to become worth zero in a very short period of time
If you own Disney, this is your sell signal. Iger has completely lost his mind.
He may have been smart at one point but now he's lost in the AI woods. He has no clue what he's doing and that billion dollars is going to become worth zero in a very short period of time
www.bloomberg.com/news/article...
smartest AI experts say the future success of AI will NOT require super huge data centers to perform specialized AI applications.
Many AI models can be run on a laptop.
& we don't need a dozen different large language models
= Open AI going BK
= Stock Crash!
smartest AI experts say the future success of AI will NOT require super huge data centers to perform specialized AI applications.
Many AI models can be run on a laptop.
& we don't need a dozen different large language models
= Open AI going BK
= Stock Crash!
AI Data Center Boom Sparks Fears of Glut Amid Lending Frenzy
Two data center billionaires minted before anything is even built. A borrower seeking a loan for 150% of the construction cost. And companies that are using financial engineering to keep liabilities o...
www.bloomberg.com
December 13, 2025 at 2:11 AM
www.bloomberg.com/news/article...
smartest AI experts say the future success of AI will NOT require super huge data centers to perform specialized AI applications.
Many AI models can be run on a laptop.
& we don't need a dozen different large language models
= Open AI going BK
= Stock Crash!
smartest AI experts say the future success of AI will NOT require super huge data centers to perform specialized AI applications.
Many AI models can be run on a laptop.
& we don't need a dozen different large language models
= Open AI going BK
= Stock Crash!
finance.yahoo.com/news/now-com...
Ellison is finally realizing there is no way to profit by spending $tens of billions on one year's version of Nvidia AI chips
& then a few years later having to replace those chips.
& doing that over and over again.
=There's no way that business model works
Ellison is finally realizing there is no way to profit by spending $tens of billions on one year's version of Nvidia AI chips
& then a few years later having to replace those chips.
& doing that over and over again.
=There's no way that business model works
'We are now committed to a policy of chip neutrality' says Oracle's Larry Ellison
Oracle assures investors it's willing to look beyond Nvidia for AI chips.
finance.yahoo.com
December 13, 2025 at 2:01 AM
finance.yahoo.com/news/now-com...
Ellison is finally realizing there is no way to profit by spending $tens of billions on one year's version of Nvidia AI chips
& then a few years later having to replace those chips.
& doing that over and over again.
=There's no way that business model works
Ellison is finally realizing there is no way to profit by spending $tens of billions on one year's version of Nvidia AI chips
& then a few years later having to replace those chips.
& doing that over and over again.
=There's no way that business model works
youtu.be/zKjo8Oc2qLk?...
" Windows: a slow decline into trash"
= It's unlikely I will ever buy another product from Microsoft. It gets worse and worse with every mandatory "update"
Got to get away from these assholes.
I haven't used my laptop in months.
I only use my phone now
" Windows: a slow decline into trash"
= It's unlikely I will ever buy another product from Microsoft. It gets worse and worse with every mandatory "update"
Got to get away from these assholes.
I haven't used my laptop in months.
I only use my phone now
The Windows 11 Crisis
YouTube video by ColdFusion
youtu.be
December 13, 2025 at 12:20 AM
youtu.be/zKjo8Oc2qLk?...
" Windows: a slow decline into trash"
= It's unlikely I will ever buy another product from Microsoft. It gets worse and worse with every mandatory "update"
Got to get away from these assholes.
I haven't used my laptop in months.
I only use my phone now
" Windows: a slow decline into trash"
= It's unlikely I will ever buy another product from Microsoft. It gets worse and worse with every mandatory "update"
Got to get away from these assholes.
I haven't used my laptop in months.
I only use my phone now
Reposted by FACTSmatter
‘Slower delivery of new facilities can weaken server farm tenants’ near-term cash flows, which in turn scares lenders and pushes up financing costs for developers, making future projects harder to justify.’ www.reuters.com/commentary/b...
December 12, 2025 at 6:04 PM
‘Slower delivery of new facilities can weaken server farm tenants’ near-term cash flows, which in turn scares lenders and pushes up financing costs for developers, making future projects harder to justify.’ www.reuters.com/commentary/b...
Reposted by FACTSmatter
“.. It is truly astonishing that this was allowed to go forward at all,” one Post editor wrote. “Never would I have imagined that the Washington Post would deliberately warp its own journalism and then push these errors out to our audience ..”
@maxtani.bsky.social
www.semafor.com/article/12/1...
@maxtani.bsky.social
www.semafor.com/article/12/1...
December 12, 2025 at 7:53 PM
“.. It is truly astonishing that this was allowed to go forward at all,” one Post editor wrote. “Never would I have imagined that the Washington Post would deliberately warp its own journalism and then push these errors out to our audience ..”
@maxtani.bsky.social
www.semafor.com/article/12/1...
@maxtani.bsky.social
www.semafor.com/article/12/1...
The reason these girls faces are blacked out is because they were minors or victims, or most likely both
GOP = Group Of Pedophiles
Trump is a convicted felon, con man, racist pedophile, who deserves to be in prison, not in our White House
GOP = Group Of Pedophiles
Trump is a convicted felon, con man, racist pedophile, who deserves to be in prison, not in our White House
December 12, 2025 at 11:57 PM
The reason these girls faces are blacked out is because they were minors or victims, or most likely both
GOP = Group Of Pedophiles
Trump is a convicted felon, con man, racist pedophile, who deserves to be in prison, not in our White House
GOP = Group Of Pedophiles
Trump is a convicted felon, con man, racist pedophile, who deserves to be in prison, not in our White House
Life is about perspective!
Perspective is what Warren Buffett has, and what most other investors lack.
You can barely see today's decline on this chart
But, to the myopic morons it's a huge decline.
=The morons will buy the dip yet again
But, this time it will be just the start of a huge CRASH
Perspective is what Warren Buffett has, and what most other investors lack.
You can barely see today's decline on this chart
But, to the myopic morons it's a huge decline.
=The morons will buy the dip yet again
But, this time it will be just the start of a huge CRASH
December 12, 2025 at 6:15 PM
Life is about perspective!
Perspective is what Warren Buffett has, and what most other investors lack.
You can barely see today's decline on this chart
But, to the myopic morons it's a huge decline.
=The morons will buy the dip yet again
But, this time it will be just the start of a huge CRASH
Perspective is what Warren Buffett has, and what most other investors lack.
You can barely see today's decline on this chart
But, to the myopic morons it's a huge decline.
=The morons will buy the dip yet again
But, this time it will be just the start of a huge CRASH
Reposted by FACTSmatter
‘Pinterest has saved 90% of the cost of using brand-name AI by relying on open source models, according to Pinterest CEO Bill Ready.’ www.theinformation.com/briefings/pi...
Pinterest Saving 90% on AI Models Through Open Source, Ready Says
Pinterest has saved 90% of the cost of using brand-name AI by relying on open source models, according to Pinterest CEO Bill Ready.
Speaking in an interview on The Information’s TITV , Ready said ...
www.theinformation.com
December 12, 2025 at 4:25 PM
‘Pinterest has saved 90% of the cost of using brand-name AI by relying on open source models, according to Pinterest CEO Bill Ready.’ www.theinformation.com/briefings/pi...
Reposted by FACTSmatter
‘The scale of the effort — which on the lower end approaches the Chips Act and at the maximum end translates into the largest-ever state-backed semiconductor program conceived — underscores Beijing’s resolve to reduce reliance on foreign chipmakers such as Nvidia.’ www.bloomberg.com/news/article...
China Prepares as Much as $70 Billion in Chip Sector Incentives
China is considering a package of incentives worth as much as $70 billion to bankroll and support its chipmaking industry, pouring more state money into a sector it deems pivotal to its technological ...
www.bloomberg.com
December 12, 2025 at 4:28 PM
‘The scale of the effort — which on the lower end approaches the Chips Act and at the maximum end translates into the largest-ever state-backed semiconductor program conceived — underscores Beijing’s resolve to reduce reliance on foreign chipmakers such as Nvidia.’ www.bloomberg.com/news/article...
Reposted by FACTSmatter
Howard Marks: “One key risk to consider is the possibility that the boom in data center construction will result in a glut. Some data centers may be rendered uneconomic, and some owners may go bankrupt.” www.bloomberg.com/news/article...
AI Data Center Boom Sparks Fears of Glut Amid Lending Frenzy
Two data center billionaires minted before anything is even built. A borrower seeking a loan for 150% of the construction cost. And companies that are using financial engineering to keep liabilities o...
www.bloomberg.com
December 12, 2025 at 4:33 PM
Howard Marks: “One key risk to consider is the possibility that the boom in data center construction will result in a glut. Some data centers may be rendered uneconomic, and some owners may go bankrupt.” www.bloomberg.com/news/article...
For all the fools who think the FED will save them from losing their money as the AI Ponzi scheme pops, & the stock market collapses during the Trump depression
= Fed funds rate went from 6% to 2% while QQQ dropped by 80%
Same type thing happened from 2007 to 2009 rates to zero while stocks crashed
= Fed funds rate went from 6% to 2% while QQQ dropped by 80%
Same type thing happened from 2007 to 2009 rates to zero while stocks crashed
December 12, 2025 at 2:05 AM
For all the fools who think the FED will save them from losing their money as the AI Ponzi scheme pops, & the stock market collapses during the Trump depression
= Fed funds rate went from 6% to 2% while QQQ dropped by 80%
Same type thing happened from 2007 to 2009 rates to zero while stocks crashed
= Fed funds rate went from 6% to 2% while QQQ dropped by 80%
Same type thing happened from 2007 to 2009 rates to zero while stocks crashed
"he warned that total margins were narrowing because of AI product sales"
Broadcom at 30 times sales
=The peak valuation of Cisco systems in 2000
= 3 times the peak valuation of hardware darling Sun microsystems, whose CEO later wrote "What were you thinking?"
finance.yahoo.com/news/broadco...
Broadcom at 30 times sales
=The peak valuation of Cisco systems in 2000
= 3 times the peak valuation of hardware darling Sun microsystems, whose CEO later wrote "What were you thinking?"
finance.yahoo.com/news/broadco...
Broadcom Shares Slide After Investors Seek Bigger AI Payoff
The shares fell about 5% after hours on Thursday, reversing earlier gains, following unsettling commentary from Chief Executive Officer Hock Tan on a conference call with analysts. The conference cal...
finance.yahoo.com
December 12, 2025 at 1:32 AM
"he warned that total margins were narrowing because of AI product sales"
Broadcom at 30 times sales
=The peak valuation of Cisco systems in 2000
= 3 times the peak valuation of hardware darling Sun microsystems, whose CEO later wrote "What were you thinking?"
finance.yahoo.com/news/broadco...
Broadcom at 30 times sales
=The peak valuation of Cisco systems in 2000
= 3 times the peak valuation of hardware darling Sun microsystems, whose CEO later wrote "What were you thinking?"
finance.yahoo.com/news/broadco...
Record low mutual fund cash combined with record high margin debt is a very dangerous combination that always ends the same way.
=Better buckle up... because you're going to see the biggest stock crash in your lifetime, coming soon to an account near you
=Better buckle up... because you're going to see the biggest stock crash in your lifetime, coming soon to an account near you
December 11, 2025 at 9:43 PM
Record low mutual fund cash combined with record high margin debt is a very dangerous combination that always ends the same way.
=Better buckle up... because you're going to see the biggest stock crash in your lifetime, coming soon to an account near you
=Better buckle up... because you're going to see the biggest stock crash in your lifetime, coming soon to an account near you
Reposted by FACTSmatter
Mutual funds used to keep cash as "dry powder."
Today? They're nearly cashless - holding just 1.5% of assets in cash, the lowest ever.
When liquidity dries up, cash suddenly matters... a lot.
Get the context behind the trend: tinyurl.com/ymmazdf2
Today? They're nearly cashless - holding just 1.5% of assets in cash, the lowest ever.
When liquidity dries up, cash suddenly matters... a lot.
Get the context behind the trend: tinyurl.com/ymmazdf2
December 11, 2025 at 4:50 PM
Mutual funds used to keep cash as "dry powder."
Today? They're nearly cashless - holding just 1.5% of assets in cash, the lowest ever.
When liquidity dries up, cash suddenly matters... a lot.
Get the context behind the trend: tinyurl.com/ymmazdf2
Today? They're nearly cashless - holding just 1.5% of assets in cash, the lowest ever.
When liquidity dries up, cash suddenly matters... a lot.
Get the context behind the trend: tinyurl.com/ymmazdf2
Reposted by FACTSmatter
‘The historical relationship between the S&P 500 forward P/E ratio and subsequent 10-year annualized returns shows that investors should expect to get zero in return in the S&P 500 over the coming decade.’ www.apolloacademy.com/expected-ret...
December 11, 2025 at 5:30 PM
‘The historical relationship between the S&P 500 forward P/E ratio and subsequent 10-year annualized returns shows that investors should expect to get zero in return in the S&P 500 over the coming decade.’ www.apolloacademy.com/expected-ret...
Reposted by FACTSmatter
‘An annual capex bill of $50B might seem light relative to what some of the other big tech cos. are sending out the door. But that equates to 75% of Oracle’s revenue, a staggering amount considering that capex has averaged about 17% of revenue over the past five years.’ www.wsj.com/tech/ai/orac...
Oracle Can’t Escape OpenAI’s Shadow
The ChatGPT parent still accounts for most of the software company’s revenue backlog.
www.wsj.com
December 11, 2025 at 4:39 PM
‘An annual capex bill of $50B might seem light relative to what some of the other big tech cos. are sending out the door. But that equates to 75% of Oracle’s revenue, a staggering amount considering that capex has averaged about 17% of revenue over the past five years.’ www.wsj.com/tech/ai/orac...
Reposted by FACTSmatter
‘Should OpenAI back out, Oracle might be left with costly rent payments to the data-center building owners — and a big hole to fill depending on how many sites it had equipped and how much demand for AI services there is at that juncture.’ www.bloomberg.com/opinion/arti...
Oracle Is Having Its Own ‘Code Red’ AI Moment
Anyone wanting reassurance that building the infrastructure for artificial intelligence isn’t going to break the bank, won’t have enjoyed Oracle Corp.’s latest earnings report. Wall Street’s de facto ...
www.bloomberg.com
December 11, 2025 at 4:34 PM
‘Should OpenAI back out, Oracle might be left with costly rent payments to the data-center building owners — and a big hole to fill depending on how many sites it had equipped and how much demand for AI services there is at that juncture.’ www.bloomberg.com/opinion/arti...
"anything that threatens corporate earnings, such as a recession, could represent the pin to prick this bubble in profits. And for investors clinging to those profits as justification for paying extreme multiples, that could be a serious problem." - Jesse Felder
December 11, 2025 at 3:37 PM
"anything that threatens corporate earnings, such as a recession, could represent the pin to prick this bubble in profits. And for investors clinging to those profits as justification for paying extreme multiples, that could be a serious problem." - Jesse Felder
"moves to sidestep Speaker Johnson came as a growing number of mainstream House Republicans publicly warned that their leaders’ apparent plan to allow the tax credits to expire without a replacement in place..."
=Maga moron Mike "anus eater" Johnson's days are numbered
share.google/K9KUoJiz5rbk...
=Maga moron Mike "anus eater" Johnson's days are numbered
share.google/K9KUoJiz5rbk...
Frustrated Republicans move to force Obamacare vote as warnings mount about the midterms
It’s not clear if House Democrats will coalesce behind the bipartisan two-year subsidy extension proposed by Rep. Brian Fitzpatrick and Jared Golden.
share.google
December 11, 2025 at 9:05 AM
"moves to sidestep Speaker Johnson came as a growing number of mainstream House Republicans publicly warned that their leaders’ apparent plan to allow the tax credits to expire without a replacement in place..."
=Maga moron Mike "anus eater" Johnson's days are numbered
share.google/K9KUoJiz5rbk...
=Maga moron Mike "anus eater" Johnson's days are numbered
share.google/K9KUoJiz5rbk...
Reposted by FACTSmatter
‘Any sustained decline in U.S. rates and increase in Japanese rates will result in a reversal of capital flows back into Japan.’ realeconomy.rsmus.com/market-minut...
December 10, 2025 at 4:26 PM
‘Any sustained decline in U.S. rates and increase in Japanese rates will result in a reversal of capital flows back into Japan.’ realeconomy.rsmus.com/market-minut...